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This release brings powerful new tools for managing your sales communications and campaign automation. You can now classify emails and manage fine-tuning rules directly from the activity view, giving you instant feedback and control over how your emails are labeled and processed. Our new Classification Label Editor makes it simple to update, organize, and apply custom fine-tuning to your outreach for smarter engagement. Campaigns now include an “autopilot” setting—allowing you to automate sequences and contact activities with just a toggle. Autopilot-enabled campaigns and activities handle follow-ups and responses without manual intervention, helping you scale your outreach with less effort. Contextual adjustment controls in campaigns also give you even more options for tailoring sequences based on previous conversation history. You’ll also benefit from more powerful nurturing strategies: fine-tuning options now support flexible triggers and cadence controls, giving you the tools to define and manage nurturing workflows by campaign, import, or pipeline, with comprehensive activity tracking integrated throughout the CRM.

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Improvements

  • Activities and contact interactions now feature a cleaner, streamlined activity feed with clearer task labels, improved scrolling and navigation, and consistent organization stage descriptions.
  • Fine-tuning forms enforce required associations, preventing incomplete submissions and ensuring your configurations are always effective.
  • New datetime columns on the contacts page track your last communication or interaction, giving you deeper insights across your outreach and relationship management.
  • Task and activity management gets a boost with a new suggestions field for tasks—offering helpful responses and recommended actions right where you need them.
  • Campaign forms now include new options, such as autopilot and contextual adjustment toggles, to better customize your outreach strategy.
  • Improved deal and contact activity logs now clearly display when a point of contact is added or removed, with more personalized feedback.
  • Pipeline and deal data now support detailed value descriptions for a clearer view of your sales momentum and pipeline health.
  • Import and webhook settings are easier to use, with enhanced controls for managing different import types and editing import configurations.
  • Activity creation dialogs offer advanced nurturing options, allowing you to track and manage nurturing strategies directly during activity setup.
  • Calendar components and contact activity logs provide a more consistent and accessible experience, with flexible date filtering and enhanced layout.
  • Fine-tuning creation forms now support cadence configuration, triggers, and anchoring options, giving you granular control over nurturing and engagement workflows.

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Fixes

  • Improved default values and validation across fine-tuning and campaign configuration, ensuring more predictable and controlled results.
  • Fixed formatting in email drafts for better clarity and structure.
  • Enhancements in activity and email rendering ensure that classifications, fine-tunings, and nurturing information display correctly at all times.
  • Adjusted campaign, import, and pipeline fine-tuning resets to avoid unintended broad resets, allowing for more precise management.

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Behind the scenes

  • Major refactors streamline activity, contact, and email processing components, removing unused logic for greater maintainability and performance.
  • Adopted the Orama vector search platform to power knowledge-based fine-tuning searches, boosting relevance when filtering contextual knowledge.
  • Upgraded and optimized all core schemas—including activity, contact, pipeline, and task records—with new fields for fine-tuning, suggestions, nurturing triggers, anchors, cadence, and detailed value descriptions.
  • Enhanced concurrency handling and processing in contacts, activities, calendar, and email events to support multiple participants and complex workflows.
  • Improved logging and tracing throughout the platform, making it easier to debug actions and follow the reasoning behind automated and user-driven activities.
  • Strengthened environment detection and configuration handling for more consistent deployment behavior across environments like Vercel.
  • Updated and modernized core dependencies (including Next.js, Prisma, React Query, etc.) for improved security, performance, and compatibility.
  • Standardized validation handling, null/undefined management, and input processing for more reliable data management across the board.
  • Enhanced backend logic for synchronizing email labels, managing fine-tuning rule application, and handling new autopilot and adjustment features in emails and campaign flows.
  • Broadened CRM logic to support additional activity types and fine-tuned audit logging to improve transparency in all user and automated actions.
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